Relationship Manager

About the Company: Falcon Wealth Planning is a company that values the fiduciary duty to always put clients' interests first, fostering trust and long-term relationships. They offer professional growth opportunities and have a collaborative team culture.About the Role: The Relationship Manager will play a critical role in supporting Falcon Wealth Plannings client relationships and assisting clients with assets ranging from $250,000 to $500,000. This position requires a proactive, client-focused individual who can manage and enhance client experiences, provide exceptional customer service, and support financial planning efforts. The ideal candidate will have a deep understanding of wealth management and a passion for helping clients navigate their financial journeys with integrity and care.Responsibilities:Client Relationship Management: Build and maintain strong relationships with clients, acting as the primary point of contact for inquiries, updates, and service requests.Regularly communicate with clients via phone, email, and in-person meetings to ensure their needs are met and their financial goals are being addressed.Assist in managing client expectations and support the team in the execution of financial planning strategies.Client Service & Support: Provide ongoing assistance with account servicing, including account opening, documentation, updates, and transaction processing.Respond promptly to client questions regarding their financial plans, account performance, and other service needs.Coordinate with internal teams (financial planners, investment managers) to deliver the best solutions for client needs.Financial Plan & Investment Assistance: Support clients in understanding their financial plans and investment strategies.Assist in gathering and organizing client financial information to facilitate financial planning and reporting.Work with the financial planning team to implement client recommendations and ensure follow-up on action items.Client Education & Engagement: Actively engage clients in financial education, helping them understand the services provided and how they align with their long-term financial goals.Help clients develop a deeper understanding of their financial plans by explaining investment concepts, risk management, and other important topics in clear, accessible language.Administrative Support: Assist with the preparation of reports, presentations, and other client-facing documents.Maintain accurate client records in our CRM system, ensuring all interactions and updates are documented.Coordinate client meetings, follow-up, and other administrative tasks as required.Client Retention & Growth: Work to build long-term, trusting relationships with clients, focusing on retention and growth.Identify opportunities for improving client satisfaction and deliver personalized services that exceed client expectations.Assist with the onboarding process for new clients, ensuring a seamless transition into Falcon Wealth Plannings services.Qualifications:Experience: 3-5+ years of experience in financial services, wealth management, or client relationship management.Experience working with clients who have assets in the range of $250,000 to $500,000+ is preferred.Familiarity with financial planning concepts, investment strategies, and portfolio management is required.Skills & Competencies: Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear, concise manner.Strong organizational skills and attention to detail.Ability to manage multiple tasks and prioritize client needs effectively.Client-focused mindset with a passion for providing exceptional service.Proficient in Microsoft Office Suite and CRM software. Experience with financial planning software is a plus.Education: Bachelor's degree in finance, business, economics, or a related field is preferred.Certification or coursework related to financial planning (e.g., CFP, Series 65, etc.) is required.Pay range and compensation package: Pay range or salary or compensationEqual Opportunity Statement: Include a statement on commitment to diversity and inclusivity.

Created: 2025-02-14